Description

Prepare to explain your experience, answer technical questions, and build relationships with investment bankers. Work directly with Andrew Glaze, CFA—a former Merrill Lynch investment banker, Columbia MBA, investor, and public-company director—to strengthen both your interview performance and your approach to networking. This package includes four private 60-minute sessions plus two hours of preparation, document review, and written feedback. SESSION 1 — YOUR STORY AND TARGETS Sharpen your resume, “walk me through your background” answer, and reasons for pursuing investment banking. Identify target firms and roles that fit your experience. SESSION 2 — TECHNICAL PREPARATION Practice financial-statement relationships, valuation, enterprise versus equity value, DCF analysis, and transaction questions. Identify gaps and practice explaining your reasoning clearly. SESSION 3 — DEAL DISCUSSION AND MOCK INTERVIEW Develop a credible discussion of a transaction, company, or relevant project. Complete a mock interview with direct feedback on accuracy, structure, and delivery. SESSION 4 — NETWORKING AND NEXT STEPS Build a focused outreach plan, improve messages and follow-ups, and practice informational conversations. Review remaining interview weaknesses and establish your next steps. PERSONAL NETWORK Where there is a relevant relationship and I can confidently recommend you, I may make a personal introduction or referral within my network. We’ll first work on your preparation, positioning, and the specific reason someone should meet you. You’ll receive practical feedback, reusable preparation materials, and a focused plan for continuing your search.